Institutional Ownership Schwab Short Term Us Treasury (SCHO)
Currently, there are no institutions holding Schwab Short Term Us Treasury (SCHO). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
182,875
shares
|
$4.45 Million
1.56% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Harrington Investments, Inc
|
Oct 20, 2025 Q3 2025 |
182,410
shares
|
$4.44 Million
2.25% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
175,916
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 43.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
171,068
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2025
Added 122.13%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
170,717
shares
|
$4.16 Million
1.7% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
170,430
shares
|
$4.15 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
165,009
shares
|
$4.02 Million
0.22% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
162,404
shares
|
$3.95 Million
1.7% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
161,562
shares
|
$3.93 Million
0.06% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
161,308
shares
|
$3.93 Million
1.99% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
152,294
shares
|
$3.71 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
149,152
shares
|
$3.63 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
148,660
shares
|
$3.62 Million
1.73% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
147,567
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2025
Added 21.22%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
145,507
shares
|
$3.54 Million
0.07% of portfolio
|
Q3 2025
Added 372994.88%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
144,182
shares
|
$3.51 Million
0.05% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
140,336
shares
|
$3.42 Million
0.87% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
138,337
shares
|
$3.37 Million
2.61% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
136,100
shares
|
$3.31 Million
0.03% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
135,582
shares
|
$3.3 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
135,034
shares
|
$3.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.73%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
134,241
shares
|
$3.27 Million
0.14% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
133,187
shares
|
$3.24 Million
2.91% of portfolio
|
Q4 2022
Added 24.78%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
131,206
shares
|
$3.19 Million
0.37% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
128,488
shares
|
$3.13 Million
1.85% of portfolio
|
Q3 2025
Added 5.12%
|
|